The #1 rated advisor in the country (according to Barron’s magazine), Ric Edelman joins us in the basement to talk retirement planning. What are the biggest mistakes people make with their retirement plan? What are the BIGGEST things you need to focus on when thinking about retirement? What’s the best thing to do with an old 401k plan? How do you wring the most money out of your retirement plans when you retire?
We’ll answer all of those and MANY more in this episode. You’ll love it.
PK is back in the basement, talkin’ about the “personal” in personal finance.
Joe & OG answer the question: What do you do when your advisor switches companies? Do you move too or do you stay with the original firm? Also, what does it mean that TIAA-CREF purchased Nuveen? Does this mean anything for TIAA-CREF or Nuveen investors? Finally, we review the UGLY numbers around long term care…..
We also answer a listener question about tax returns and review a film Joe saw last week…..
<> Open (have a question for the show? Send questions or comments to joe at Stacking Benjamins dot com)
What do you do when your advisor leaves a company?
TIAA-CREF purchases Nuveen….what does that mean for investors in either company’s investments?
10 Most expensive long term care markets
<> Ric Edelman
Ric’s new book: The Truth About Retirement Plans and IRAs
<> PK’s Fractional Sense
Check out PK’s site: DQYDJ.net….and his latest post: Dealing With Hobby Purchases…..Without an Emergency Fund.
<> Your Letters
From Catch – W2-C….what do I do?
Follow up from Gene Natali (we interviewed Gene on episode 25)
Pump & Dump update
<> End/Movie Review
Joe saw Draft Day
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